HomeTechTechnologyCRWD Holds 'Substantial Lead' in Cybersecurity, Still 'Gauging Their Own Growth'

CRWD Holds 'Substantial Lead' in Cybersecurity, Still 'Gauging Their Own Growth'

Cybersecurity companies are "insurance policies of the present day," says Nathaniel Bradley. He's a fan of CrowdStrike (CRWD) despite the sell-off after earnings, arguing the cybersecurity giant is in the "right place at the right time" due to a critical reliance on cybersecurity. Nathaniel believes CrowdStrike has a "substantial lead" in the space but sees the company having issues "gauging their own growth." George Tsilis offers example options trades for CrowdStrike and Palo Alto Networks (PANW).

Morning Trade Live

04 Jun 2025

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